Sharing Templates with Your Organization

Sharing a template makes it available to everyone in your organization — a simple way to standardize documentation across your practice.

Before you start, make sure:

• Your organization is the active workspace (check the workspace switcher — template sharing isn't available in your Personal workspace)
• You own the template — only the template's owner can share or unshare it

How to Share a Template (Desktop)

1. Go to Templates
2. In Your library, hover over the template and click the ⋯ menu
3. Click Share with org

Open the template menu and choose Share with org

The template now shows an Org badge, and every member of your organization can use it:

Shared templates show an Org badge in your library

You can also share from the template editor: open the template, click Share, and choose Share with org.

How to Share a Template (Mobile)

1. Tap Templates in the bottom navigation
2. Tap the ⋯ menu next to the template
3. Tap Share with org

Share a template from the ⋯ menu on mobile

What Your Teammates See

Templates shared by others appear in a Shared with you section of the Templates page, labeled with the owner's name. Shared templates are also available when picking a template for a new visit, marked with an Org chip.

Teammates find shared templates under Shared with you

How Shared Templates Work

• Everyone can use and edit — all organization members can view and edit an org-shared template, so improvements benefit the whole team
• The owner stays in control — only the owner can share, unshare, or delete the template
• Teammates can set it as their default — anyone can make a shared template their default for new visits

Unsharing a Template

To stop sharing, open the same menu and choose Unshare from org. If teammates have visits that use the template, Scope shows how many are affected before you confirm — existing note content is preserved, but the template is removed from their libraries and defaults.